Transition Planning: Unlocking a Lifetime of Work

The Baum Consulting Group


phone

412-288-4800
866-209-6128



phone

855-350-8417



address

500 Grant Street, 46th Floor
Pittsburgh, PA 15219



From left to right:
Kendra Kasznel, Christopher Duerr, Brian Baum, Ahmie Baum

In the midst of an increasingly complex financial environment, we are redefining Wealth Management. While Investment management is important it is only a part of our definition of a collaborative and comprehensive wealth management experience. An experience that will help you make more informed decisions about your money.

Our collaborative and comprehensive definition of wealth management is built on three distinct, yet fully integrated, pillars:

  • With personalized investment consulting, we provide clear direction around asset allocation, portfolio management, risk assessment and performance analysis.
  • Our advanced planning discipline helps to coordinate all the other aspects of your financial life, including tax minimization, cash flow, retirement planning, exit planning, asset protection wealth transfer and charitable giving.
  • With the goal of building a long-lasting collaboration rooted in relationship management, our practice coordinates all your professional advisors into one collaborative and comprehensive perspective focused solely on you and your family.

“We create value for business owners by providing leadership, relationship, and creativity to eliminate your biggest dangers, capture your opportunities, and maximize your strengths.”

— Ahmie Baum


Our second opinion service

In this challenging economy, you probably know a friend, family member or colleague who may be in complex financial situations or are just unhappy with the advice they are receiving from their financial advisor(s)—it’s not uncommon. We have found that a majority of high net worth investors would value a second opinion on their finances.

Learn more about our Second Opinion Service


Defined wealth management process

What is your definition of Wealth Management?

In the midst of an increasingly complex financial environment, we are redefining Wealth Management. While Investment management is important it is only a part of our definition of a collaborative and comprehensive wealth management experience. An experience that will help you make more informed decisions about your money.

Our collaborative and comprehensive definition of wealth management is built on three distinct, yet fully integrated, pillars:

  • With personalized investment consulting, we provide clear direction around asset allocation, portfolio management, risk assessment and performance analysis.
  • Our advanced planning discipline helps to coordinate all the other aspects of your financial life, including tax minimization, cash flow, retirement planning, exit planning, asset protection wealth transfer and charitable giving.
  • With the goal of building a long-lasting collaboration rooted in relationship management, our practice coordinates all your professional advisors into one collaborative and comprehensive perspective focused solely on you and your family.

Learn more about The Baum Consulting Group's formula for wealth management



Professional advisors

The ability to retain existing clients and attract new ones is the backbone of any successful practice. The world has become more complex and challenging. Your clients are looking for a collaborative and comprehensive process that will help them create a personalized roadmap for the wealth that they have created.

We have a clearly defined process for you to expand your value proposition beyond your specialty that can complement what you offer. We want this page to be a resource for you, the professional advisor, so come back often!

Transition planning: Unlocking a lifetime of work

Estate planning for young families

Estate planning for digital assets

The bucket approach - zero estate tax plan

Defining wealth management

Planning deliverables

Managing the challenges and the opportunities for building wealth

The confidence to pursue your goals

The Private Plan


Retirement

The process of getting there and staying there are not the same thing. All your working life, you have likely taken prudent steps to ensure you have the wealth to live happily ever after. Your focus may have been to spend less then you make, invest for the long-run and take prudent risks. You likely have done that. You are there or can see the end of the winding, working road.

We help you with questions you may have, for example what are some common fears around transition planning that could be eliminated. What are some of the opportunities others have captured during and after transition planning? What strengths do people often rely on during the transition planning process? Learn more here about our Transition Planning.

Estate planning for digital assets

The bucket approach - zero estate tax plan

Legg Mason Aging Brochure

Protect your retirement and legacy assets

Social Security the Cornerstone of retirement




Insights

 
 

 

 

 

 
 

 

 

 

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